See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,242 | $102,317+135.8% | $146,958+64.2% | $80,856+198.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.90% | 134.76%-114.9pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $8,945 | $3,713+140.9% | $4,933+81.3% | $2,755+224.7% |
| Participant deferral / active EE | $12,576 | $6,644+89.3% | $8,070+55.8% | $4,296+192.8% |
| Admin fee / account holder | $3,924 | $7,941-50.6% | $12,998-69.8% | $6,918-43.3% |